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Meritage Portfolio Management Has $2 61 Million Stake in Schwab Intermediate-Term U S Treasury ETF (NYSEARCA:SCHR)

Meritage Portfolio Management increased its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 29.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 52,490 shares of the company’s stock after purchasing an additional 11,988 shares during the period. […]

Fountainhead AM LLC Reduces Position in PGIM Ultra Short Bond ETF (NYSEARCA:PULS)

Fountainhead AM LLC Reduces Position in PGIM Ultra Short Bond ETF (NYSEARCA:PULS)
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AFS Financial Group LLC Reduces Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

AFS Financial Group LLC trimmed its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 52.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,226 shares of the company’s stock after selling 2,427 shares during the period. AFS Financial Group LLC’s […]

PGIM Ultra Short Bond ETF (NYSEARCA:PULS) Shares Bought by Buck Wealth Strategies LLC

PGIM Ultra Short Bond ETF (NYSEARCA:PULS) Shares Bought by Buck Wealth Strategies LLC
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Hofer & Associates Inc Has $4 58 Million Stock Holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Hofer & Associates. Inc raised its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 1.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 26,878 shares of the company’s stock after purchasing an additional 265 shares during the period. Vanguard Dividend […]

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